- FeaturesFeaturesHow it WorksUnderstand the MaxiFi features that help you build your lifetime planRoth Conversion OptimizerMaxiFi helps you optimize conversions and reduce taxesUse CasesHow can you put MaxiFi to use?Life Insurance Contingency PlanningGet peace of mind from life insurance recommendations tailored for youLiving Standard Monte CarloManage your living standard risk with confidence
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- AboutCompanyOur VisionThe best person to take control of your financial future is youMedia ResourcesLogos, background information, and media contactsFounder and AdvisorsMeet Laurence Kotlikoff and the visionary MaxiFi teamAffiliate ProgramShare MaxiFi with your audience to help them take control of their financesCareersWhy working at MaxiFi is rewarding, empowering, and impactfulContactQuestions or feedback? Get in touch with the MaxiFi team
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The MaxiFi Vision
The MaxiFi team believes the best person to take control of your financial future is you.
“I've spent decades with colleagues in my company creating truly life-altering software tools. Tens of thousands of individuals and financial planners with no economics background have found these tools easy to use and understand. Give MaxiFi a try. It will change your financial future for the better”
Laurence J. Kotlikoff, Ph.D.
William Fairfield Warren Professor of Economics
at Boston University, CEO and Founder, MaxiFi
Our Mission
Our mission is to improve lives by helping people make better financial decisions.
Economics is in our DNA
Founded by an economist, MaxiFi translates the principles and insights of economics into powerful, easy-to-use software designed to bring clarity to your personal financial decisions.
Our Approach
No one cares about your finances more than you. MaxiFi puts you in control of your financial future, so whether you work alone or with an advisor, you can get the information you need for smart decisions.
Need to see how a career move, retirement, Social Security choices, investment strategies, or tax changes will affect you? Whatever the question, we believe your financial planning tool should help you find the answer.
Our Focus
Conventional personal financial planning tools are too focused on selling you a product instead of helping you make the best financial decisions for you and your family. At MaxiFi, we don’t sell, recommend, or advertise any financial products. That means we are always 100% focused on giving you the best information.
As a privately held company, MaxiFi receives support from groups committed to improving personal financial planning and choices, such as the National Institute of Aging (part of NIH), Boston University, and the Sloan Foundation.
Our Future
MaxiFi's journey started in 1993. Our goal was to give households access, through easy-to-use software, to the powerful and intuitive personal financial insights developed in a century of pathbreaking economics research by the fathers of modern finance.
Moving forward, we'll maintain our decades-long record of improving and enhancing our software, using AI and other technological breakthroughs to further innovate, improve ease of use, and build upon this legacy of accurate, high-quality, economics-based financial planning.